asset allocation

3 ETFs in Your Portfolio: Is it Enough?

This is an excerpt from the video titled Is a 3 ETF Portfolio Enough? with Ron DeLegge at ETFguide and Andrew Kadjeski at the Vanguard Group. Ron: The U.S. ETF Marketplace has grown to just over 2,350 ETFs with $4.4 trillion dollars. And with a marketplace that’s become this crowded, it’s created both chaos and …

3 ETFs in Your Portfolio: Is it Enough? Read More »

Falling Bricks

A $725,000 Portfolio on Shaky Ground

Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I recently graded. An investment Portfolio Report Card request was made to me by a mid-40s software engineer who described himself as an “aggressive investor.” Software is a pretty aggressive business and …

A $725,000 Portfolio on Shaky Ground Read More »

Fearful Lady

Building Your Investment Portfolio Shouldn’t Be Scary

How frightened to invest are people? So frightened, they’d rather die! A poll taken by Harris Interactive for Nationwide Financial found that 62% of surveyed respondents are afraid of investing in the stock market while just 58% are afraid of dying. Building your own investment portfolio from scratch is a fearful task for many people, …

Building Your Investment Portfolio Shouldn’t Be Scary Read More »